Refer a Friend

Setup a simple referral program to let your customers refer their friends to earn discounts.

1. Download the .zip file from your WooCommerce account.
2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin.
3. Choose file with the file you have downloaded in step 1.
4. Install Now and Activate Plugin.

More information at Install and Activate Plugins/Extensions.

After activating the Refer a Friend extension, you will see a new “Refer a Friend” option under the WooCommerce menu in your WordPress Admin panel. Click to access the extension settings.

Go to WooCommerce > Refer a Friend > Referrer Discounts tab to access referrer settings. Here you can customize the following options:

• Record referral via link or referral code at registration
• Customize coupon prefix and expiry date
• Offer discount in fixed or percentage amount
• Add minimum/maximum cart limit to grant discount coupon
• Include/exclude categories for discount
• Restrict referral program by user roles
• Reward referrer on signup or after first order
• Shortcode to display referral program details on any page

Note: Percentage amount is the percentage value of first order placed by referee. The discount will be awarded once the order is assigned the “Completed” status.

The Refer a Friend extension maintains a log of generated discount coupons for referrers’ along with the coupon expiry date, status and referee email addresses.

Go to WooCommerce > Refer a Friend > Referee Discounts tab to access referrer settings. Here you can customize the following options:

• Enable option to offer discounts to referee
• Add coupon prefix and expiry date
• Offer discount in fixed amount or percentage off first order value
• Add min/max cart range to grant discount coupon
• Add custom heading to display referral code field on signup form
• Include/exclude categories for discount
• Restrict referral program by user roles
• Reward referrer on signup or after first order

Refer a Friend maintains a log of generated discount coupons for referees’ along with the coupon expiry date, status and referee email addresses.

You can enable specific social sharing buttons to let customers share the referral code/link with a single click with their friends and family members.

Using the general settings tab, you can customize heading and other content displayed in Referral details section displayed in My-Account or any other page using the short code.

Once the extension is installed, 5 emails are automatically created in order to share referral codes and discount coupons generated for referrer and referee.

You can manage emails (under WooCommerce > Settings > Emails) to customize email content or the template. The extension offers multiple variables to customize email content as per your needs.